Investment Counsellor, Wealth Management

2 weeks ago

Singapore CLSA Full time

Investment Counsellor, Wealth Management
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Investment Counsellor, Wealth Management
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Job Overview
Provide comprehensive investment advisory services to private wealth clients, covering multi-asset classes such as equities, fixed incomes, funds, and structured products, based on house views.
Key Responsibilities
Develop and implement investment strategies aligned with clients' target asset allocations to meet their investment objectives and risk profiles.
Collaborate with sales teams during client meetings and social engagements to present investment ideas, create proposals, and conduct portfolio reviews.
Act as a secondary contact point, offering market insights and executing investment strategies for private clients.
Monitor client portfolios for performance, suitability, and new investment opportunities.
Stay informed about new market products, propose innovative ideas, and evaluate and promote approved concepts.
Ensure that all client proposals and strategies are followed up with appropriate market monitoring and timely advice.
Maintain compliance with internal policies and external regulations at all times.
Build and sustain long-term client relationships, aiming for revenue growth and client base expansion.
Requirements
Bachelor's degree in Finance, Business Administration, Economics, or related fields.
Chartered Financial Analyst (CFA) designation or equivalent professional qualifications like FRM or CPA preferred.
At least 4 years of experience in financial advisory roles within private banking or wealth management, with sales and marketing of investment products; dealing experience is a plus.
Extensive knowledge of investment products including equities, fixed incomes, funds, structured products, FX, options, and futures.
Strong client focus, business acumen, presentation skills, and relationship-building abilities.
Excellent interpersonal and communication skills.
Analytical and strategic thinking skills with a proactive and adaptable mindset.
Ability to collaborate effectively across departments and understand team inter-dependencies.
Capability to thrive in a fast-paced environment, remaining empathetic, passionate, and resilient amidst client demands and market volatility.
Proficiency in English and Mandarin, especially in explaining product concepts to Greater China clients.
Proficiency in written Mandarin communication.
Certifications including CACS 1 & 2 and relevant CMFAS licenses.
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